DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jonathan A Stoft
Feed of 09/14/2026
Also filed as Jonathan Adam Stoft
At current firm
1 y
since Mar 19, 2025
In the industry
38 y
since Jan 1, 1988 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Pfg Advisors independent RIA currentsince Mar 19, 2025 · San Jose, Ca
- Cuso Financial Services, L.P. formerMay 7, 2019 to Mar 14, 2025 · San Jose, Ca
- Johanson Financial Advisors, Inc. formerMar 14, 2019 to May 1, 2019 · Campbell, Ca
- Charles Schwab & Co., Inc. national BDNov 5, 2010 to Jan 8, 2019 · Campbell, Ca
- Woodbury Financial Services, Inc. formerJun 1, 2009 to Sep 11, 2009 · San Francisco, Ca
- Ameriprise Financial Services, LLC national BDMar 31, 2008 to Nov 4, 2008 · San Francisco, Ca
Moves
a registration end followed by a registration begin elsewhere
- Cuso Financial Services, L.P. to Pfg Advisorsleft Mar 14, 2025, registered Mar 19, 2025 (5 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Johanson Financial Advisors, Inc. to Cuso Financial Services, L.P.left May 1, 2019, registered May 7, 2019 (6 days) · RIA to affiliated broker-dealer or bank
- Charles Schwab & Co., Inc. to Johanson Financial Advisors, Inc.left Jan 8, 2019, registered Mar 14, 2019 (65 days) · Affiliated broker-dealer or bank to independent RIA
- Woodbury Financial Services, Inc. to Charles Schwab & Co., Inc.left Sep 11, 2009, registered Nov 5, 2010 (420 days) · Other
- Ameriprise Financial Services, LLC to Woodbury Financial Services, Inc.left Nov 4, 2008, registered Jun 1, 2009 (209 days) · Other
Signals
- Jonathan A Stoft left Cuso Financial Services, L.P. for Pfg Advisors (registered 2025-03-19)Mar 14, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 38derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address